With over 12 years of experience in financial services, I specialize in retirement planning that helps individuals and families move confidently toward their financial goals. I take the time to listen, communicate clearly, and make complex financial concepts easy to understand and actionable for my clients.

Before transitioning into finance, I worked in Portland’s vibrant coffee industry, working closely with local roasters. That experience taught me the importance of consistency, service, and community connection—values that continue to guide my work today.

I’m well-versed in Oregon public employee pensions and Social Security strategies, helping clients integrate these benefits into their broader retirement plans with confidence and clarity.

I work closely with my clients to provide comprehensive investment strategies and cutting-edge resources, all focused on building strong communities through financial well-being.

Based in Salem, I actively volunteer with the Red Cross and have a history of serving on non-profit boards and supporting local music and athletic programs. Giving back is a core part of who I am.

I hold Series 7 and 66 registrations, Oregon Life & Health Insurance licenses, and the Chartered Retirement Planning Counselor℠ (CRPC^®) designation.

CHARTERED RETIREMENT PLANNING COUNSELOR^SM and CRPC^® are registered service marks of the College for Financial Planning in the United States and/or other countries.